Lead Finance Partner, Capital Management

ISO New England, Inc•Holyoke, MA

7d•$130,000 - $160,000•Hybrid

About The Position

The Lead Finance Partner, Capital Management serves as the primary Finance partner to the PMO, providing financial leadership over budgeting, forecasting, accounting, capitalization, cash flow management, financing considerations, and financial reporting. The role ensures capital investments are governed, funded, and reported effectively throughout the project lifecycle. Reporting to the Director of Accounting, this position provides financial discipline and transparency across the capital program and partners with the PMO on project planning, status reporting, forecasting, and governance. It ensures approved capital budgets are accurately established, monitored, forecasted, and reflected in financial records. The role coordinates capital planning and budgeting, maintains project-level budgets and forecasts, reviews proposed investments, and supports management’s assessment of capital requests. It partners with project managers and other functions to establish consistent project financial reporting, monitor commitments and changes, analyze cost performance and risks, and prepare financial analyses for senior leadership and governance bodies. It also supports proper accounting and capitalization, project closeouts, audit activity, internal controls, process improvement, and systems used to manage capital project financial information. The position is hybrid, with three days per week onsite. The expected salary range is $130,000–$160,000 USD, and the role is eligible for an annual performance bonus. The employer does not sponsor work visas. If a successful candidate resides outside the United States, relocation is required.

Requirements

Bachelor’s degree in Accounting, Finance, Business, or a related field.
At least 7 years of experience in financial management, accounting, budgeting, financial planning and analysis, or capital project finance.
Strong understanding of accounting principles and capital expenditure accounting.
Advanced Excel and financial modeling skills.
Experience with ERP systems and financial reporting tools.
Strong analytical, organizational, and communication skills.
Ability to manage multiple projects and competing priorities while maintaining attention to detail.

Nice To Haves

Experience managing capital budgets and/or project financials is strongly preferred.
Experience partnering with project management, IT, or PMO organizations is preferred.

Responsibilities

Coordinate the annual capital budgeting and planning process with Finance, the PMO, and business and project leaders.
Develop and maintain capital budgets, including project-level budgets, funding requirements, timing, and anticipated spend.
Review proposed capital projects for financial completeness, consistency, and alignment with approved funding.
Maintain capital budget structures and approval governance frameworks.
Support evaluation of capital investment requests, including life-to-date costs, operating and maintenance impacts, return on investment, funding requirements, and strategic alignment.
Serve as the Finance business partner to the PMO and participate in capital project governance.
Establish consistent financial reporting requirements and processes across the capital project portfolio.
Work with project managers to ensure project financial information is accurate, timely, and actionable.
Provide financial input into project status reviews, stage-gate processes, and project change requests.
Manage vendor performance, deliverables, and contract change requests in coordination with Procurement and Finance.
Help establish standards for project cost tracking, forecasting, and reporting.
Maintain forecasts for capital expenditures, project completion costs, commitments, and remaining budgets.
Monitor contract commitments, evaluate budget impacts of change orders, and ensure funding and forecasts remain aligned.
Partner with project managers to understand project status, scope changes, cost pressures, delays, and budget impacts.
Analyze capital spending, budget-to-actual performance, forecast variances, and project financial trends.
Provide management with reporting, dashboards, variance explanations, and identification of emerging financial risks and opportunities.
Prepare financial analyses, models, and presentations for senior leadership, governance committees, and Board Committees.
Support long-range capital planning and assessments of future funding requirements.
Apply capitalization governance in accordance with GAAP, company accounting policies, and internal controls.
Partner with Accounting to ensure capital expenditures are properly classified, recorded, and capitalized.
Coordinate project closeouts, including asset transfers, capitalization entries, and budget reconciliations.
Support internal and external audits related to capital projects and fixed assets.
Establish and maintain controls over capital budgeting, forecasting, reporting, and project financial management processes.
Identify opportunities to improve capital planning, forecasting, reporting, and project closeout processes.
Develop and maintain documentation, procedures, and financial standards related to capital projects.
Ensure compliance with company policies and delegated approval authorities.
Assist in implementing or enhancing systems used to manage capital budgets and project financial information.